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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,623 | $154,209-60.0% | $130,062-52.6% | $139,487-55.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.63% | 32.52%-27.9pp | -137.37%+142.0pp | 373.84%-369.2pp |
| Employer contribution / active EE | $5,385 | $5,292+1.7% | $4,322+24.6% | $4,755+13.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,699 | $13,988-87.9% | $10,601-84.0% | $11,407-85.1% |